JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 78 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $14,000 | +7.7% | 131 | 0.0% | 0.00% | – |
| Q3 2021 | $13,000 | +18.2% | 131 | 0.0% | 0.00% | – |
| Q4 2020 | $11,000 | +10.0% | 131 | 0.0% | 0.00% | – |
| Q3 2020 | $10,000 | -73.7% | 131 | -75.9% | 0.00% | – |
| Q2 2020 | $38,000 | -55.8% | 544 | -63.0% | 0.00% | – |
| Q1 2020 | $86,000 | +2.4% | 1,472 | +39.0% | 0.00% | – |
| Q4 2019 | $84,000 | – | 1,059 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 1,598,379 | $118,200,000 | 17.53% |
| PLANNING ALTERNATIVES LTD /ADV | 473,164 | $34,990,000 | 6.57% |
| SVA Wealth Management, LLC | 721,831 | $53,379,000 | 5.29% |
| ST GERMAIN D J CO INC | 788,187 | $58,286,000 | 4.73% |
| Sterneck Capital Management, LLC | 72,702 | $5,376,000 | 4.54% |
| CreativeOne Wealth, LLC | 254,949 | $18,853,000 | 2.62% |
| LexAurum Advisors, LLC | 85,274 | $6,306,000 | 2.59% |
| BELLEVUE ASSET MANAGEMENT, LLC | 39,359 | $2,911,000 | 2.04% |
| Quantitative Advantage, LLC | 86,187 | $6,374,000 | 1.56% |
| HHM Wealth Advisors, LLC | 47,263 | $3,495,000 | 1.40% |